+270.3%
ORCL vs RSP
+212.4%
+57.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | +8.0% | +2.4% | +5.6% | +5.8% |
| 30D | -4.0% | +4.3% | -8.3% | -7.5% |
| 3M | -19.5% | -0.3% | -19.1% | -19.1% |
| 6M | -33.5% | +9.8% | -43.3% | -38.6% |
| YTD | -34.8% | +16.8% | -51.7% | -43.0% |
| 1Y | -41.6% | +19.5% | -61.1% | -50.0% |
| 3Y | +13.8% | +65.1% | -51.4% | -25.6% |
| 5Y | +43.4% | +48.7% | -5.3% | +2.2% |
| All | +270.3% | +212.4% | +57.9% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RSP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling